Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47908.16 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46513.21 Kr¶
PnL: ---------------------------------------> -375.36 Kr¶
DD now: ---------------------------------> -1.484 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 11:01:44.374743'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 3.050000 | 2838.500000 | 202.500000 | 7.680000 | 2636.000010 |
| Boozt | 12 | 1.070000 | 1704.000000 | 50.000000 | 3.020000 | 1653.999996 |
| Corem Property Group B | 59 | 1.730000 | 624.220000 | 47.220000 | 8.180000 | 576.999999 |
| AcadeMedia | 12 | 1.740000 | 603.600000 | 46.600000 | 8.370000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.730000 | 391.000000 | 36.000000 | 10.140000 | 355.000000 |
| MedCap | 2 | 2.470000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| OEM International B | 7 | 2.050000 | 557.200000 | 29.200000 | 5.530000 | 527.999997 |
| Resurs Holding | 22 | 0.110000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| SAAB B | 8 | -1.050000 | 3404.000000 | 27.000000 | 0.800000 | 3377.000000 |
| HMS Networks | 2 | 1.690000 | 696.400000 | 23.400000 | 3.480000 | 673.000000 |
| Intrum | 4 | 2.310000 | 548.400000 | 21.400000 | 4.060000 | 527.000000 |
| Coor Service Management Hold. | 8 | 2.840000 | 550.400000 | 18.400000 | 3.460000 | 532.000000 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Norva24 Group | 16 | -1.660000 | 550.720000 | 7.720000 | 1.420000 | 543.000000 |
| CTEK | 13 | 1.960000 | 540.410000 | 6.410000 | 1.200000 | 533.999999 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Swedbank A | 3 | -0.340000 | 565.350000 | 1.350000 | 0.240000 | 564.000000 |
| Securitas B | 6 | 1.210000 | 570.840000 | 0.840000 | 0.150000 | 570.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.990000 | 245.760000 | -0.240000 | -0.100000 | 246.000000 |
| Handelsbanken A | 5 | -0.050000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.300000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Essity B | 2 | -1.070000 | 571.200000 | -2.800000 | -0.490000 | 574.000000 |
| Midsona B | 63 | 3.490000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Essity A | 4 | -0.520000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.030000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Sampo Oyj SDB | 7 | -0.180000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| FM Mattsson Mora Group B | 50 | -2.520000 | 2900.000000 | -27.000000 | -0.920000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.740000 | 563.000000 | -31.570000 | -5.310000 | 594.565215 |
| Vivesto | 1368 | -2.210000 | 544.190000 | -68.810000 | -11.230000 | 612.999432 |
| Axfood | 13 | -0.070000 | 3658.200000 | -97.800000 | -2.600000 | 3756.000001 |
| OX2 | 18 | 0.810000 | 1460.700000 | -203.300000 | -12.220000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 0.900000 | 2906.800000 | -455.200000 | -13.540000 | 3361.999992 |
| TOTAL | 46513.210000 | -375.360000 | -1.48413% | 46888.564618 |
Updated:¶
'2023-01-23 11:01:56.871981'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
